Morgan Larousse is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2024, he worked at Morgan Stanley for 13 years. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering tailored advice supported by proprietary research and model-based asset allocations.

Elizabeth Weyel is a financial advisor with UBS Financial Services in Houston, TX, holding a Series 66 designation and three years of industry experience. She previously worked at Alliantgroup before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jorge Ibarra Tello is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at BuildTeq LLC and Alterna Securities Inc., as well as academic positions at Baylor University and Strake Jesuit College Preparatory. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management solutions. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with client goals and risk tolerances.

Charles Litton is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he serves as a member of the board of directors for the Gary L Levering Endowment. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets services.

Cole Bailey is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He has one year of industry experience and joined UBS in 2026. His prior work includes positions at State Farm Insurance, the Houston Rockets, and the Evelyn Rubenstein Jewish Community Center. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Anaveli Rodriguez is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Paul Katerndahl is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Outside of his advisory role, he serves as the sole trustee for a charitable trust that awards scholarships to students at S.I. High School in Ohio. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to support its clients.

Zachary Silverman is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at UBS Financial Services in Houston, TX since 2011. He serves on the board of directors for the Jewish Federation of Greater Houston, where he participates in board meetings and helps coordinate the annual fundraiser. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Derar Damra is a financial advisor at UBS Financial Services in Houston, TX, holding Series 63 and Series 66 credentials with four years of industry experience. His prior roles include positions at E*TRADE, Fidelity, Wells Fargo, Bank of America, Vanguard, PNC Bank, and Blue Grass Community and Technical College. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and underwriting.

John R. Martinez is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets offerings.

Ruben Guerrero is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2010. Prior to that, he was affiliated with UBS International Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets solutions through a broad platform.

Jillian Owens is a financial advisor at UBS Financial Services in Houston, TX, with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Desmond Wilson is a financial advisor at UBS Financial Services in Houston, TX, holding a Series 66 designation. He has been with UBS since 2026 and has prior experience in various roles across the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Kelli Maas is a CFP® professional with 18 years of experience at UBS Financial Services in Houston, TX, where she has worked since 2006. She holds Series 65 and Series 66 licenses. Kelli has served as treasurer and board member for the International Preparatory School PTO and has worked as a tutor for a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Lauren Elizabeth Lavelle is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has previously worked at firms including Dore Partnership, Compass, and Kestra Financial. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory solutions, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad platform including custody, underwriting, and capital markets services.

Mary Herbert is a financial advisor at UBS Financial Services with nine years of industry experience. She holds the Series 65 and Series 63 designations and has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research, affiliated banking, and securities-backed lending programs.

Brian Sauer is a Series 66-registered financial advisor with UBS Financial Services in Houston, TX, where he has worked since 2001. He has 25 years of industry experience. Sauer serves as a trustee for two investment-related trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to various investment products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

James Lamotta is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds a Series 63 designation and has been with UBS since 2009. Based in Houston, TX, his career at UBS spans over 17 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor investment strategies.

Kristen Sprenger is a financial advisor at UBS Financial Services in Houston, TX, with 14 years of industry experience. She holds the Series 66 designation and has been with UBS since 2011. Outside of her advisory work, she serves as treasurer and committee member for the Plaza Moms Society, a local community group focused on organizing neighborhood activities for families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

David J. Aigner is a financial advisor with UBS Financial Services in Houston, TX, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.